SURVYR

LFUS

Littelfuse, Inc.
$387.15
+$4.15 (1.08%)Oct 28 close
Information TechnologyS&P 400 CompareTechnicals
-13%+11%+36%+61%+86%Oct 2025Oct 2026Apr 202652w high $500.5752w low $233.36
LFUSSPY
Wall St. Highest PT $550.00 (+42.1%) Wall St. Avg PT $496.25 (+28.2%)
$234$323$412$501$590POC $406Hi $550Avg $496
Underwater Drawdown %Max DD -28.2%Current -20.7%
0.0%-28.2%
Relative Strength vs SPY+29.8% vs SPYOutperforming
+82%0%-82%
1W
−$2.50 (0.64%)
1M
−$42.06 (9.80%)
3M
−$22.53 (5.50%)
6M
−$2.89 (0.74%)
YTD
+$135.69 (53.96%)
1Y
+$126.95 (48.79%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
4 analysts · mean score 1.75
1 = Strong Buy · 5 = Sell
Strong Buy250%
Buy125%
Hold125%
Underperform00%
Sell00%
Wall Street consensus · as of Oct 6, 2026
Analyst price targets
Current price$387.15
Average target$496.25
+$109.10 (+28.2%) upsideaverage target vs current price
CurrentAverageMedian
Low$415.00
Median$510.00
High$550.00
12-month Wall Street target range · as of Oct 6, 2026

Third-party ratings, not SURVYR.'s views.

Health check

Financial health
DistressGrey zoneSafe
Safe zone
Altman Z-score 5.3
Above 2.99 is the safe zone, below 1.81 the distress zone.
Quality
WeakAverageStrong
Average
Piotroski F-score 6 of 9
See the tests
  • ✗Positive net income
  • ✓Positive operating cash flow
  • ✗Return on assets improved
  • ✓Cash flow above net income
  • ✓Long-term debt / assets fell
  • ✗Current ratio improved
  • ✓No share dilution
  • ✓Gross margin improved
  • ✓Asset turnover improved

Computed by SURVYR. from the company's SEC filings (latest balance sheet Sep 26, 2026). Descriptive, not a forecast.

Key stats & company

Market value$8.9B
P/E (next 12 months, estimated)17.4
52-week range$233.36 – $500.57
Revenue growth (latest quarter vs a year ago)+20.4%
Dividend yield0.91%
Average analyst price target$496.25 (+28%)

What they do

Littelfuse, Inc. designs, manufactures, and sells electronic components, modules, and subassemblies. It operates through three segments: Electronics, Transportation, and Industrial. Its Electronics segment offers fuses and fuse accessories, coefficient resettable fuses, switches and interconnect solutions.

Technology · Electronic Components
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +1 (DCF counts double).
•DCF (base case)below the price by 3%
•Forward P/E vs sector17.4x vs median 17.3x
•Piotroski F-score6/9
▲Altman Z5.3 (safe)
▲Net debt / EBITDA-0.1x
▲Analyst target+28% (4 analysts)

Discounted cash flow

Bear
$256
-34%
growth 4% · disc. 12.7% · term. 2.0%
Base
$377
-3%
growth 9% · disc. 11.7% · term. 2.5%
Bull
$521
+35%
growth 12% · disc. 10.7% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 8% a year for 10 years.
Implied
+8%/yr
FCF, last 3 yrs
+5%/yr
FCF, last 5 yrs
+13%/yr
Revenue, last 3 yrs
-2%/yr
Revenue, last 5 yrs
+11%/yr
Same inputs as the DCF above: trailing free cash flow 0.5B, 11.7% discount rate, 2.5% growth after year 10, net cash and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-09-26). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.48 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Information Technology

P/E (trailing)
sector median 35.4×
–
Forward P/E
sector median 17.3× · 52nd pct
17.4×
pricier
EV / EBITDA
sector median 20.3× · 2nd pct
5.4×
cheaper
Price / sales
sector median 4.8× · 35th pct
3.2×
cheaper
Price / book
sector median 5.2× · 32nd pct
3.3×
cheaper
FCF yield
sector median 3.6% · 77th pct
5.9%
cheaper

Forward EPS $20.17 vs trailing $-0.50. Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
40.1%
Operating margin
5.5%
FCF margin
19.2%
Net margin
1.4%
Return on equity
1.4%
Return on invested capital
3.9%
Net debt / EBITDA
-0.1×
Current ratio
2.7×
Interest cover
5.7×
Cash conversion (OCF/NI)
15.8×
Piotroski F-score 6/9 · last two fiscal years
✗ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✓ Gross margin improved✓ Asset turnover improved

Altman Z-score 5.3 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$496
+28%
Analysts
4
None
Range
$415–$550
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$2.4B$-71.7M$366.1M
2024$2.2B$100.2M$291.7M
2023$2.4B$259.5M$371.2M
2022$2.5B$373.3M$315.4M
2022$2.1B$283.8M$282.8M
2020$1.4B$130.0M$201.8M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -1.7%.

For information only · Important disclosures

Grades vs sector

Momentum
73rd percentile in sector
B+
12-1 return: +75.7%
Percentile within its GICS sector across the S&P 1500.
Growth
60th percentile in sector
B-
Revenue growth (YoY): +20.4%
Percentile within its GICS sector across the S&P 1500.
Value
54th percentile in sector
C+
Forward E/P: 5.3% · EBITDA/EV: 5.9%
Percentile within its GICS sector across the S&P 1500.
Profitability
10th percentile in sector
D-
Profit margin: -0.3% · Return on equity: -0.3%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Held by 1 of 7 live models: New Highs Growth.

New Highs Growth
4.0% of the book
Held
Quality Growth
Outside this model's universe or screens
Momentum Top 15
Outside this model's universe or screens
Momentum Blend
Not in the current book
SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
SURVYR. Long Book
Not in the current book
Why it's in the New Highs Growth

Qualified on AI Infrastructure, -13% from 52-week high, revenue +19% y/y, 12-1 momentum +61%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-28) it is outside the top 25.

Earnings & events

LFUS earningsNo upcoming date on file
Last 4 quarters · EPS vs estimate
Jul 29, 2026$4.19est $3.78+10.8%Above estimates
May 6, 2026$3.31est $2.84+16.6%Above estimates
Jan 28, 2026$2.69est $2.53+6.2%Above estimates
Oct 29, 2025$2.95est $2.80+5.5%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-27 18:13:37 ET
24-1025-0125-0425-0725-1026-0126-0526-070.004.19
EstimateActual (beat)Actual (miss)

News & catalysts

More news
LFUS after earnings: shares rose 1.1% on Oct 28
SURVYR. · 12h ago
LFUS earnings out
SEC EDGAR · 23h ago
Littelfuse Inc Reveals Rise In Q3 Income
Nasdaq · 23h ago
Littelfuse (LFUS) files 8-K: results, Reg FD disclosure
SEC 8-K · 23h ago
LFUS reports earnings tomorrow, before the open
Nasdaq earnings calendar · Oct 27
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Stats refreshed 2026-10-27 18:13:37 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026